Client-Focused Investment & Banking Advisor

Bank of America; Boston (MA); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America in Boston seeks a client-focused financial professional to provide comprehensive advisory services and custom solutions. You will plan with clients, refer to partners as needed, and review goals to align strategies with financial objectives.

Responsibilities include triaging requests, building client relationships, and expanding business through referrals within a fast-paced environment. Licenses and training will be pursued as required.

Qualifications

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• Bi-lingual Spanish (desired)
• Bachelor’s degree and/or 1 year of financial services industry or sales experience (desired)
• FINRA SIE (desired)

Responsibilities

• Works with clients to plan their financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client goals
• Triages client requests and refers to internal partners based on client needs
• Identifies and engages potential new clients through referrals or center clientele

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America in Boston seeks a client-focused financial professional to provide comprehensive advisory services and custom solutions. You will plan with clients, refer to partners as needed, and review goals to align strategies with financial objectives.

Responsibilities include triaging requests, building client relationships, and expanding business through referrals within a fast-paced environment. Licenses and training will be pursued as required.